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This is a featured job

Insurance & KiwiSaver Adviser Opportunities

at Lifetime

This is a Full time job

Christchurch Central, Canterbury
  • Launch your career with one of New Zealand's largest financial advice groups
  • Supported study towards your Level 5 qualification
  • Inspiring team culture with great benefits
  • Launch your career with one of New Zealand's largest financial advice groups
  • Supported study towards your Level 5 qualification
  • Inspiring team culture with great benefits
Launch your advice career with Lifetime. Supported study, real client experience, and a pathway to adviser qualification.
Launch your advice career with Lifetime. Supported study, real client experience, and a pathway to adviser qualification.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
This is a featured job

Advice Compliance Specialist

at MAS

This is a Full time job

Auckland CBD, Auckland(Hybrid)
We're now looking for an Advice Compliance Specialist to join our Distribution team on a permanent basis.
We're now looking for an Advice Compliance Specialist to join our Distribution team on a permanent basis.
subClassification: Compliance & RiskCompliance & Risk
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed sixteen hours ago

Wealth Management Associate

at FirstCape Limited

This is a Full time job

Auckland CBD, Auckland
  • Make a meaningful impact in one of NZ's most trusted wealth businesses
  • Build a strong foundation for long‑term progression within financial services
  • Be part of a people‑focused organisation that values teamwork and development
  • Make a meaningful impact in one of NZ's most trusted wealth businesses
  • Build a strong foundation for long‑term progression within financial services
  • Be part of a people‑focused organisation that values teamwork and development
Wealth Management Associates provide essential support to Advisers and are the key client contact providing full support on non-advisory information.
Wealth Management Associates provide essential support to Advisers and are the key client contact providing full support on non-advisory information.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
16h ago
16h ago
Listed twelve days ago

Investment Services Associate

at Luminous Talent

This is a Full time job

Auckland CBD, Auckland
  • Auckland CBD
  • New role in a growing team
  • Multi-Award winning business
  • Auckland CBD
  • New role in a growing team
  • Multi-Award winning business
An exciting opportunity has arisen to join a growing and highly regarded investment management business as an Investment Services Associate.
An exciting opportunity has arisen to join a growing and highly regarded investment management business as an Investment Services Associate.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
12d ago
12d ago
Listed fourteen hours ago

Retirement Coach | KiwiSaver & Investments

at KPI Partners
Be an early applicant

This is a Full time job

Auckland CBD, Auckland(Hybrid)
$100-110k + bonus + Incentives
  • Help clients navigate KiwiSaver, investments, and retirement planning
  • $100K-$110K base + bonus + 6% KiwiSaver + hybrid working
  • Ideal for experienced financial services professionals seeking meaningful client
  • Help clients navigate KiwiSaver, investments, and retirement planning
  • $100K-$110K base + bonus + 6% KiwiSaver + hybrid working
  • Ideal for experienced financial services professionals seeking meaningful client
Leverage your experience in KiwiSaver, wealth management, banking, or client relationship management to help New Zealanders plan for retirement.
Leverage your experience in KiwiSaver, wealth management, banking, or client relationship management to help New Zealanders plan for retirement.
Recruited byEttienne Erasmus
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
14h ago
14h ago
Listed five days ago

Wealth Management Associate - Hawkes Bay

at Debbie Graham & Associates Limited

This is a Full time job

Havelock North, Hawkes Bay
  • Have previous experience in investment advice services.
  • Challenging and rewarding role with lots of variety.
  • Provide efficient and timely delivery of service to clients.
  • Have previous experience in investment advice services.
  • Challenging and rewarding role with lots of variety.
  • Provide efficient and timely delivery of service to clients.
Provide proactive support to the Wealth Management Advisors in the Hawkes Bay.
Provide proactive support to the Wealth Management Advisors in the Hawkes Bay.
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
5d ago
5d ago
Listed twenty one days ago

Financial Adviser - Entry Level

at Enva Financial

This is a Full time job

Auckland CBD, Auckland
$60,000 + Regular bonuses
  • Become a Financial Adviser for start 2027!
  • Excellent referrals and lead generation system to bring the clients to you
  • Career progression pathways that move Advisors into leadership opportunities
  • Become a Financial Adviser for start 2027!
  • Excellent referrals and lead generation system to bring the clients to you
  • Career progression pathways that move Advisors into leadership opportunities
Exciting, fast-paced role where we train and equip entry level Financial Advisers to earn well and set them up for future leadership opportunities
Exciting, fast-paced role where we train and equip entry level Financial Advisers to earn well and set them up for future leadership opportunities
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
21d ago
21d ago
Listed nineteen hours ago

Insurance & KiwiSaver Adviser Opportunities

at Lifetime

This is a Full time job

Christchurch Central, Canterbury
  • Launch your career with one of New Zealand's largest financial advice groups
  • Supported study towards your Level 5 qualification
  • Inspiring team culture with great benefits
  • Launch your career with one of New Zealand's largest financial advice groups
  • Supported study towards your Level 5 qualification
  • Inspiring team culture with great benefits
Launch your advice career with Lifetime. Supported study, real client experience, and a pathway to adviser qualification.
Launch your advice career with Lifetime. Supported study, real client experience, and a pathway to adviser qualification.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
19h ago
19h ago
Listed fifteen hours ago

Financial Adviser - New to Industry

at Haven Advisers

This is a Full time job

Mount Maunganui, Bay of Plenty
$80,000-120,000+ year 1 (building to $180k+ yr 3)
  • Incredible earning potential with a company that collaborates and rewards
  • We have an industry-led gold standard training programme to ensure you do well
  • Career progression pathways that move Advisors into leadership opportunities
  • Incredible earning potential with a company that collaborates and rewards
  • We have an industry-led gold standard training programme to ensure you do well
  • Career progression pathways that move Advisors into leadership opportunities
Time for a career shift? We are looking to help driven professionals enter the Financial Services industry!
Time for a career shift? We are looking to help driven professionals enter the Financial Services industry!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
15h ago
15h ago
Listed fifteen hours ago

Investment Specialist

at FirstCape Limited

This is a Full time job

Auckland CBD, Auckland
  • Collaborative Team
  • Central Location
  • Unique Opportunity
  • Collaborative Team
  • Central Location
  • Unique Opportunity
Investment Specialist supporting wholesale & HNW clients, driving growth, relationships, and Harbour's fund distribution strategy.
Investment Specialist supporting wholesale & HNW clients, driving growth, relationships, and Harbour's fund distribution strategy.
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
15h ago
15h ago
Listed fifteen hours ago

Financial Adviser - New to Industry

at Haven Advisers
Be an early applicant

This is a Full time job

Queenstown, Otago
$80,000-120,000+ year 1 (building to $180k+ yr 3)
  • Incredible earning potential with a company that collaborates and rewards
  • Market-led training and support provided
  • Career progression pathways that move Advisors into leadership opportunities
  • Incredible earning potential with a company that collaborates and rewards
  • Market-led training and support provided
  • Career progression pathways that move Advisors into leadership opportunities
Time for a career shift? We are looking to help driven professionals enter the Financial Services industry today!
Time for a career shift? We are looking to help driven professionals enter the Financial Services industry today!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
15h ago
15h ago
Listed twenty six days ago

Junior/Graduate Investment Manager + Assistant

at Acentia Holdings Limited

This is a Full time job

Auckland CBD, Auckland(Hybrid)
$45 – $50 per hour
Suitable for the ambitious and internationally minded individuals
Suitable for the ambitious and internationally minded individuals
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
26d ago•Expiring
26d ago•Expiring
Listed ten hours ago

Advice Assurance Specialist

at FirstCape Limited
Be an early applicant

This is a Contract/Temp job

Auckland CBD, Auckland
  • Review and strengthen advice quality in a leading wealth business
  • Partner with advisers and leaders to drive better client outcomes
  • Build risk, compliance and assurance expertise with strong exposure
  • Review and strengthen advice quality in a leading wealth business
  • Partner with advisers and leaders to drive better client outcomes
  • Build risk, compliance and assurance expertise with strong exposure
Join us to support high-quality financial advice through assurance, insights, and collaboration in a leading wealth management business.
Join us to support high-quality financial advice through assurance, insights, and collaboration in a leading wealth management business.
subClassification: Compliance & RiskCompliance & Risk
classification: Banking & Financial Services(Banking & Financial Services)
10h ago
10h ago
Listed two days ago

Customer Retention Adviser

at Global Financial Services Ltd

This is a Full time job

Auckland Airport, Auckland
  • Stable, award-winning employer with 25+ years industry leadership
  • Strong career growth, mentoring & clear pathways to higher progression
  • Build client relationships while offering real value & refinance options
  • Stable, award-winning employer with 25+ years industry leadership
  • Strong career growth, mentoring & clear pathways to higher progression
  • Build client relationships while offering real value & refinance options
Customer Retention Adviser for mortgages with career growth in a well-established financial services firm.
Customer Retention Adviser for mortgages with career growth in a well-established financial services firm.
subClassification: MortgagesMortgages
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed two days ago

Financial Adviser - Entry or Experience

at Invicta Financial

This is a Full time job

Christchurch Central, Canterbury(Hybrid)
$70,000 – $100,000(building to $150k+ yr3 + Trail)
Build Your Career With One of NZ’s Fastest Growing Brokerages Career growth. Real impact. Entrepreneurial opportunity.
Build Your Career With One of NZ’s Fastest Growing Brokerages Career growth. Real impact. Entrepreneurial opportunity.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed fourteen days ago

Advice Compliance Specialist

at MAS

This is a Full time job

Auckland CBD, Auckland(Hybrid)
We're now looking for an Advice Compliance Specialist to join our Distribution team on a permanent basis.
We're now looking for an Advice Compliance Specialist to join our Distribution team on a permanent basis.
subClassification: Compliance & RiskCompliance & Risk
classification: Banking & Financial Services(Banking & Financial Services)
14d ago
14d ago
Listed twenty one days ago

Wealth Management Adviser/Team Lead

at enableMe NZ Ltd

This is a Full time job

Takapuna, Auckland(Hybrid)
  • Exciting leadership opportunity
  • Flexible working environment + benefits
  • Help Kiwis take control of their finances & realise a better financial future
  • Exciting leadership opportunity
  • Flexible working environment + benefits
  • Help Kiwis take control of their finances & realise a better financial future
We are looking for an experienced Wealth Management Adviser to lead from the front while continuing to build trusted client relationships.
We are looking for an experienced Wealth Management Adviser to lead from the front while continuing to build trusted client relationships.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
21d ago
21d ago
Listed fifteen hours ago

Financial Adviser - New to Industry

at Haven Advisers
Be an early applicant

This is a Full time job

Whangarei Central, Northland
$80,000-120,000+ year 1 (building to $180k+ yr 3)
  • Incredible earning potential with a company that collaborates and rewards
  • Market-led training and support provided
  • Career progression pathways that move Advisors into leadership opportunities
  • Incredible earning potential with a company that collaborates and rewards
  • Market-led training and support provided
  • Career progression pathways that move Advisors into leadership opportunities
Time for a career shift? We are looking to help driven professionals enter the Financial Services industry today!
Time for a career shift? We are looking to help driven professionals enter the Financial Services industry today!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
15h ago
15h ago
Listed twenty eight days ago

Investor Customer Services - Simplicity NZ, Takapuna

at Simplicity NZ Ltd

This is a Full time job

Takapuna, Auckland(Hybrid)
A great opportunitty to join our Investor Services team at our mid-century designed offices. Great staff benefits with a pretty good work culture !
A great opportunitty to join our Investor Services team at our mid-century designed offices. Great staff benefits with a pretty good work culture !
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
28d ago•Expiring
28d ago•Expiring
Listed twenty seven days ago

Financial Adviser - Entry or Experience

at Invicta Financial

This is a Full time job

Auckland CBD, Auckland(Hybrid)
$70,000 – $100,000(building to $150k+ yr3 + Trail)
  • High performance lead flow
  • Elite systems and coaching
  • Clear path to big income and equity and progression
  • High performance lead flow
  • Elite systems and coaching
  • Clear path to big income and equity and progression
Build Your Career With One of NZ’s Fastest Growing Brokerages Career growth. Real impact. Entrepreneurial opportunity.
Build Your Career With One of NZ’s Fastest Growing Brokerages Career growth. Real impact. Entrepreneurial opportunity.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
27d ago•Expiring
27d ago•Expiring
Listed eight days ago

Operations Analyst

at NZX Limited

This is a Full time job

Albany, Auckland
  • Work in NZX's growing Wealth Technologies business.
  • Hands-on operations role across investments and platforms.
  • Support continuous improvement and innovation in operations.
  • Work in NZX's growing Wealth Technologies business.
  • Hands-on operations role across investments and platforms.
  • Support continuous improvement and innovation in operations.
Support trade settlements, corporate actions, audits, transfers, and adviser queries to ensure smooth, accurate daily investment operations.
Support trade settlements, corporate actions, audits, transfers, and adviser queries to ensure smooth, accurate daily investment operations.
subClassification: Analysis & ReportingAnalysis & Reporting
classification: Banking & Financial Services(Banking & Financial Services)
8d ago•Expiring
8d ago•Expiring
Listed fourteen days ago

Client Data Administrator (Fixed-term to September 2027)

at FirstCape Limited

This is a Full time job

Wellington Central, Wellington
  • Be at the heart of secure and seamless client experiences
  • Work in a high-performing wealth, risk & compliance environment
  • Build expertise in client data, onboarding, and governance
  • Be at the heart of secure and seamless client experiences
  • Work in a high-performing wealth, risk & compliance environment
  • Build expertise in client data, onboarding, and governance
Support client onboarding and data integrity, ensuring secure, compliant and seamless experiences for clients and stakeholders.
Support client onboarding and data integrity, ensuring secure, compliant and seamless experiences for clients and stakeholders.
subClassification: Compliance & RiskCompliance & Risk
classification: Banking & Financial Services(Banking & Financial Services)
14d ago
14d ago
Listed seven days ago

Client Manager

at Perpetual Guardian

This is a Full time job

Christchurch Central, Canterbury
  • Work with experts in the field of Trusts, Estates and inter-generational wealth
  • Medical and Life Insurance
  • Career Growth Opportunities
  • Work with experts in the field of Trusts, Estates and inter-generational wealth
  • Medical and Life Insurance
  • Career Growth Opportunities
Grow client relationships and deliver tailored estate and trust services while driving business growth in a dynamic, client-focused role
Grow client relationships and deliver tailored estate and trust services while driving business growth in a dynamic, client-focused role
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed fourteen hours ago

Financial Adviser

at Ensure Recruitment NZ
Be an early applicant

This is a Full time job

Auckland(Hybrid)
$80,000-$110,000 per annum plus benefits
  • Hybrid Role
  • Level 5 Completed
  • Salaried plus commission model
  • Hybrid Role
  • Level 5 Completed
  • Salaried plus commission model
Are you looking for a change in your journey? Provide Clients with Personal Insurance, paired with Kiwisaver advice across New Zealand!
Are you looking for a change in your journey? Provide Clients with Personal Insurance, paired with Kiwisaver advice across New Zealand!
Recruited byHayley Jordaan
subClassification: BrokerageBrokerage
classification: Insurance & Superannuation(Insurance & Superannuation)
14h ago
14h ago
Listed twelve days ago

Customer Experience Representative

at NZX Limited

This is a Full time job

Auckland CBD, Auckland
  • Be the first touch point for our customers.
  • Put in action your passion for providing an exceptional customer experience.
  • Outstanding Auckland CBD location and excellent team culture.
  • Be the first touch point for our customers.
  • Put in action your passion for providing an exceptional customer experience.
  • Outstanding Auckland CBD location and excellent team culture.
Enjoy working with data and helping customers? We'd love to hear from you!
Enjoy working with data and helping customers? We'd love to hear from you!
subClassification: Customer Service - Call CentreCustomer Service - Call Centre
classification: Call Centre & Customer Service(Call Centre & Customer Service)
12d ago•Expiring
12d ago•Expiring
Listed five days ago

Client Relationship Manager - Inbound - 12 month Fixed Term Contract

at Generate Investment Holdings Limited

This is a Contract/Temp job

Auckland CBD, Auckland(Hybrid)
  • Be the trusted voice our members turn to
  • Join a supportive, high-performing team
  • Build valuable experience in the KiwiSaver and wealth industry
  • Be the trusted voice our members turn to
  • Join a supportive, high-performing team
  • Build valuable experience in the KiwiSaver and wealth industry
Make a difference — helping Kiwis navigate their financial future while building meaningful relationships and delivering exceptional service.
Make a difference — helping Kiwis navigate their financial future while building meaningful relationships and delivering exceptional service.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
5d ago
5d ago
Listed seven days ago

Head of Wealth

at Vega
Be an early applicant

This is a Full time job

Auckland CBD, Auckland
$105,000 per year
Head of Wealth, providing KiwiSaver & Personal Insurance advice.
Head of Wealth, providing KiwiSaver & Personal Insurance advice.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed eight days ago

Financial Adviser/Planner

at SurePlan Financial

This is a Full time job

Grafton, Auckland
$125,000 – $140,000 per year
  • Service existing clients and new clients provided to you
  • Focus on advising clients and the support team will handle the admin
  • Be part of a company that actually changes peoples lives for the better
  • Service existing clients and new clients provided to you
  • Focus on advising clients and the support team will handle the admin
  • Be part of a company that actually changes peoples lives for the better
If you are a talented Financial Adviser/Planner looking to make a real difference in people's lives, then this role could be for you.
If you are a talented Financial Adviser/Planner looking to make a real difference in people's lives, then this role could be for you.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed fifteen hours ago

Investment Specialist

at FirstCape Limited
Be an early applicant

This is a Full time job

Wellington Central, Wellington
  • Collaborative Team
  • Central Location
  • Unique Opportunity
  • Collaborative Team
  • Central Location
  • Unique Opportunity
Investment Specialist supporting wholesale & HNW clients, driving growth, relationships, and Harbour's fund distribution strategy.
Investment Specialist supporting wholesale & HNW clients, driving growth, relationships, and Harbour's fund distribution strategy.
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
15h ago
15h ago
Listed five days ago

Financial Adviser (Early Career) Life & Health, Investments

at Sprout Financial Services

This is a Full time job

Takapuna, Auckland(Hybrid)
$50,000 + Commissions
  • Clear Career Pathway to leadership and partner-track
  • KiwiSaver - led advice, wtih health, life and income cover
  • Structured coaching, systems, admin and compliance support
  • Clear Career Pathway to leadership and partner-track
  • KiwiSaver - led advice, wtih health, life and income cover
  • Structured coaching, systems, admin and compliance support
Early career adviser role with structured support, KiwiSaver-led advice, a clear pathway to senior adviser, leadership and partner-track at Sprout.
Early career adviser role with structured support, KiwiSaver-led advice, a clear pathway to senior adviser, leadership and partner-track at Sprout.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
5d ago
5d ago
Listed six days ago

Relationship Specialist

at Ensure Recruitment NZ

This is a Full time job

Auckland(Hybrid)
$70,000-$75,000 plus benefits
  • Hybrid Role
  • Clear pathways for growth within the business
  • Competitive salary plus benefits
  • Hybrid Role
  • Clear pathways for growth within the business
  • Competitive salary plus benefits
Join a growing financial planning firm and play a key role supporting advisers with their clients.
Join a growing financial planning firm and play a key role supporting advisers with their clients.
Recruited byHayley Jordaan
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed fourteen days ago

Client Data Administrator (Fixed-term to September 2027)

at FirstCape Limited

This is a Full time job

Auckland CBD, Auckland
  • Be at the heart of secure and seamless client experiences
  • Work in a high-performing wealth, risk & compliance environment
  • Build expertise in client data, onboarding, and governance
  • Be at the heart of secure and seamless client experiences
  • Work in a high-performing wealth, risk & compliance environment
  • Build expertise in client data, onboarding, and governance
Support client onboarding and data integrity, ensuring secure, compliant and seamless experiences for clients and stakeholders.
Support client onboarding and data integrity, ensuring secure, compliant and seamless experiences for clients and stakeholders.
subClassification: Compliance & RiskCompliance & Risk
classification: Banking & Financial Services(Banking & Financial Services)
14d ago
14d ago
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